Mutual Funds

Mutual funds combine the benefits of diversification and professional management with affordability for the average investor. CUA has access to a wide variety of mutual funds from several well known fund families including
NEI Investments, Trimark, Fidelity, just to name a few. With over 1,500 different mutual funds available, why go anywhere else?

The strong, consistent performance of NEI's Responsible Investment (RI) solutions proves that you can combine high performance with high ideals.

Plus, with the addition of one of the country’s most popular and proven mutual funds to choose from, you can tailor a plan to suit your individual investment needs.

For more information, click here.

Securities are offered through Aviso Wealth Inc., a wholly owned subsidiary of Aviso Wealth LP. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

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